We
provide comprehensive tax services for individuals and businesses.
These services include tax planning, preparation, filing and e-filing,
and problem resolution.
Compilations
Our compilation service include
statements of Revenues and Expenses, as well as Assets, Liabilities,
and Equity with a standard compilation report suitable for internal or
external use. This service is tailored to each client's needs and can
include bank reconciliations, sales tax filing, workers' compensation
reporting, the annual business tax return, a significant discount on
owners' or members' income tax returns, or any other desired services.
Compilations are done monthly or quarterly depending upon the
complexity of the business and the needs of the client. As part of the
compilation process, we monitor the financial statements for cost
saving opportunities, and make recommendations as needed for internal
controls, business and record keeping policies, etc.
We currently
provide compilations for businesses with annual gross receipts from
about $175,000 to more than $4 million. For our multi-divisional
clients, we provide divisional as well as consolidated financial
statements.
Our fees are determined after reviewing the client's
business complexity and required level of service. Fees for
compilations are generally an agreed upon flat fixed fee per month and
include a reasonable amount of communication with our clients each
month. We like to stay informed and be of assistance to our clients on
a continual basis.
Payroll
Kelly
Oakes, CPA LLC provides comprehensive payroll services, including new
hire reporting, payroll tax filings and payments, direct deposit or
check printing, and W-2's. Payroll fees vary depending on the pay
frequency, number of employees, and number of states or other
withholdings.
We currently provide payroll services for companies with one to 100 employees.
Other Services
Just
ask! We can provide check printing, sales tax preparation, 1099
preparation, problem resolution, or even act as a complete accounting
department for some businesses.
Kelly Oakes, CPA LLC 6562 Glenway Avenue Cincinnati, Ohio 45211 (513) 598-6500 (513) 598-1023 fax Let us take care of the numbers so you can take care of business!